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Category: News

Gas Price Crisis in Europe

Gas Futures hit record prices - €79 Mw/h on 15th Sep on October price – that’s up 250% since January – and expectations are that it “may hit three figures”. Its all a bit of a mystery and not a small dose of geopolitics but more importantly how can investors play this scenario?

Friday Investment Talk: ETFs, Natural Gas, US Markets

Friday Investment Talk

After visiting the Money Show annual conference in Las Vegas, we review Bloomberg’s ‘Hot ETFs’ list – ETFs likely to grab investors attention through the rest of 2021. Then we turn to Europe to look how natural gas prices have soared this year, putting pressure on European households headed into the winter months. Back in …

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Friday Investment Talk: Lithium, Iron Ore, Palladium, Inflation

Friday Investment Talk

Lithium prices are set to rise over the next decade. We have previously discussed Albemarle (ALB) and Sociedad Química y Minera (SQM) as main beneficiaries of this trend. We review these again during this week’s Live Facebook chat. Other metals, like iron ore and palladium look to have peaked recently after strong runs. Chinese PMI …

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Friday Investment Talk: PPLI, US Recovery & Jobs Data

Economist Normalcy Index

As the US and many other countries discuss raising individual income taxes, private placement life insurance comes again into focus. Its always been a mechanism to legally hide investments from taxes, but now it is receiving a renewed interest from even less wealthy individuals. A bullish fund manager feels a return to normalcy will send …

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Friday Investment Talk: Powell, Value, Biotech, China EV

Powell frown
Powell stays dovish, GS likes biotech, and Evergrande blows up.

Friday Investment Talk: China, EM Inflation, Dividends

Yields of VNQ, DVY, TLT

Chinese stocks have been pounded lately as Xi puts pressure on companies to provide funding for socially beneficial projects. Arm twisting seems at play, as wealthy businessmen kowtow to politicians. Emerging markets face inflation as natural disasters, COVID and supply chain issues fuel shortages. Dividend ETFs always generate attention. We compare $DVY to owning the …

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A short essay on inflation and why what you might think could be wrong!

It is almost inescapable to read any financial journal these days and not be confronted by the word “inflation”. If we separate the underlying catalysts for current rise in CPI, we can determine that this is possibly a result of the economy reopening and nothing more sustained nor substantial.

Friday Investment Talk: Market Slowdown, Infrastructure, Climate Change

money supply

Equity markets look likely to slow their temp of growth, and maybe pullback. The US infrastructure bill passed. We discuss firms that will initially see inflows from increased spending, such as engineering, construction, and materials companies. Climate change offers emerging markets both headwinds and opportunities for growth. Looking at various statistics, the road ahead is …

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EV Charging

As part of the US infrastructure bill, EV charging stations will get some government support. Its not enough, and private investment will lead the development of a huge network of EV charging ports.
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Friday Investment Talk: UK, PMIs, Cryptos, Netflix and ConMed

FITs are now live on Facebook. This week we discuss UK dividend opportunities, the inflation threat of PMI delivery times, crypto risks and two stock trades.

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This information is not an individual investment recommendation, and the financial instruments or transactions mentioned in it may not correspond to your investment profile and investment goals (expectations). It is your task to determine whether a financial instrument or transaction matches your interests, investment objectives, investment horizon and acceptable risk level. AVC Adisvory, Inc. and its affiliates are not liable for possible losses in case of making transactions or investing in the financial instruments mentioned in this information, and do not recommend using this information as the only source of information when making an investment decision.

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